The net worth of the millennial generation is projected to increase from $4 trillion in 2015 to $20 trillion by 2030. But according to Jefferson National’s 2016 Advisor Authority, a comprehensive survey of 1,400 RIAs, fee-based advisors and individual investors, nearly half of this generation does not work with an advisor to manage their finances.
The door is open for advisors to engage with this emerging market of untapped clients who are starting their careers — and starting to build more wealth.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access